Latest Institutional Transactions on Williams Sonoma Inc (WSM)
This table provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-673- 1.67% |
$86.9K - $133K
|
39.6K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.11KNew |
$144K - $221K
|
1.11K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$146K - $224K
|
1.13K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.4K- 5.36% |
$181K - $277K
|
24.7K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$5.45K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 11.82% |
$3.36K - $5.15K
|
194
$33K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$236K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.5KNew |
$452K - $694K
|
3.5K
$596K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-735Closed |
$94.4K - $206K
|
0
$0
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.1KClosed |
$141K - $308K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.58K+ 101.94% |
$331K - $724K
|
5.1K
$869K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$14.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 7.14% |
$385 - $843
|
45
$7.66K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
118+ 100.0% |
$15.2K - $33.2K
|
236
$40.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$4.43K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 115.13% |
$706K - $1.54M
|
10.3K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
13.6K+ 311.87% |
$1.75M - $3.83M
|
18K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
12.5KNew |
$1.61M - $3.51M
|
12.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$321K - $701K
|
2.5K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Calixto Global Investors, LP
Coral Gables, FL |
BUY
|
- |
22.3KNew |
$2.86M - $6.26M
|
22.3K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.22K+ 100.0% |
$542K - $1.18M
|
8.43K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.8K+ 100.0% |
$359K - $786K
|
5.6K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.36K+ 100.0% |
$817K - $1.79M
|
12.7K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.78K+ 65.53% |
$615K - $1.34M
|
12.1K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.61KNew |
$335K - $734K
|
2.61K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
3.4K+ 100.0% |
$437K - $955K
|
6.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
400+ 100.0% |
$51.4K - $112K
|
800
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
67New |
$8.61K - $18.8K
|
67
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.4K+ 114.29% |
$308K - $674K
|
4.5K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
- |
1.61M+ 100.0% |
$207M - $453M
|
3.22M
$549M
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$2.62M - $5.73M
|
20.4K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
2K+ 100.0% |
$257K - $562K
|
4K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
237+ 5.45% |
$30.4K - $66.6K
|
4.59K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 100.0% |
$4.37K - $9.55K
|
68
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.7KNew |
$1.38M - $3.01M
|
10.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
8.6KNew |
$1.1M - $2.42M
|
8.6K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.64KNew |
$339K - $741K
|
2.64K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.45K- 13.19% |
$315K - $689K
|
16.1K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$280K - $611K
|
2.18K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
63KNew |
$8.1M - $17.7M
|
63K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-13.9K- 26.64% |
$1.79M - $3.9M
|
38.3K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.9K+ 109.65% |
$1.27M - $2.78M
|
18.9K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.88KNew |
$370K - $809K
|
2.88K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$34K - $74.4K
|
265
$45.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.43KNew |
$183K - $401K
|
1.43K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.51K+ 102.3% |
$194K - $425K
|
2.99K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
56K+ 100.0% |
$7.19M - $15.7M
|
112K
$19.1M
|
|